← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
276	DCM Dupont Capital Management Wilmington, Delaware	$13.3M	+$13M	2	0.25%	New
277	1832 Asset Management Toronto, Ontario, Canada	$13.2M	+$12.9M	1	0.06%	New
278	Jefferies Group New York	$13.1M	+$12.8M	4	0.14%	New
279	Segall Bryant & Hamill Chicago, Illinois	$12.9M	+$13.4M	1	0.34%	New
280	VanEck Associates New York	$12.9M	+$12.2M	1	0.07%	New
281	RHJA Rice Hall James & Associates San Diego, California	$12.6M	+$12.4M	2	1.24%	New
282	Colony Group Boston, Massachusetts	$12.6M	+$13M	1	2.51%	New
283	CEP Chicago Equity Partners Chicago, Illinois	$12.3M	+$12.8M	2	0.38%	New
284	SEI Trust Company Oaks, Pennsylvania	$12.3M	+$12.7M	4	0.15%	New
285	TCW Group Los Angeles, California	$12.2M	+$12.3M	2	0.06%	New
286	Tudor Investment Corp Stamford, Connecticut	$12.1M	+$12.1M	4	0.91%	New
287	Cookson Peirce & Co Pittsburgh, Pennsylvania	$12.1M	+$12.1M	2	3.51%	New
288	Fjarde Ap-fonden Stockholm, Sweden	$11.9M	+$12.1M	4	0.25%	New
289	Placemark Investments Chicago, Illinois	$11.7M	+$11.6M	7	0.25%	New
290	DekaBank Deutsche Girozentrale Frankfurt, Germany	$11.7M	+$11.8M	5	0.23%	New
291	QI Qualcomm Inc San Diego, California	$11.6M	+$11.8M	2	0.47%	New
292	Hardman Johnston Global Advisors Stamford, Connecticut	$11.5M	+$11.4M	1	0.79%	New
293	ARC Absolute Return Capital Boston, Massachusetts	$11.4M	+$11.9M	2	0.15%	New
294	SGA Sector Gamma AS Oslo, Norway	$11.1M	+$11.4M	2	3.24%	New
295	CCM Cadence Capital Management Boston, Massachusetts	$11.1M	+$10.9M	2	0.52%	New
296	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$11M	+$10.9M	1	1.63%	New
297	Northern Trust Company of Connecticut Stamford, Connecticut	$11M	+$10.9M	5	0.07%	New
298	RG Renaissance Group Covington, Kentucky	$10.9M	+$10.3M	1	0.5%	New
299	PAIM Punch & Associates Investment Management Edina, Minnesota	$10.9M	+$8.98M	1	1.91%	New
300	Mutual of America Capital Management New York	$10.8M	+$11M	5	0.32%	New